Real Financial Planning, LLC is a leading financial firm that specializes in providing expert financial guidance and planning to clients. With a team of experienced advisors, they provide personalized solutions to help clients achieve their financial goals. Through their comprehensive and strategic approach, they aim to empower their clients to make informed and responsible financial decisions.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial solutions to help clients achieve their financial goals
- Empowers clients to make informed and responsible financial decisions
- Utilizes a comprehensive and strategic approach for financial planning
- Provides expert financial guidance and support
Facts and Insights
Real Financial Planning, LLC has been in business for over 10 years and has a team of highly experienced advisors who have a deep understanding of the financial industry. Their expertise and knowledge allow them to provide clients with the best possible financial solutions to meet their specific needs.
The firm has also seen significant growth in assets under management over the years, which speaks to their success in helping clients achieve their financial goals. Additionally, Real Financial Planning, LLC has a strong client retention rate, which is a testament to their commitment to providing exceptional financial services.
Assets Under Management, Number of Advisors and Time in Business:
| | Assets Under Management | Number of Advisors | Time in Business |
|—————-|————————-|——————–|——————|
| Real Financial Planning, LLC | $500 million | 10 | 10+ years |
Financial Services Offered
Real Financial Planning, LLC offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
Client Types
Real Financial Planning, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High net worth individuals
- Retirees
Fees & Compensation
Real Financial Planning, LLC operates on a fee-only compensation model, meaning they do not receive commissions for recommending specific products to clients. This ensures that their advice is always objective and in the best interest of the client. Their fees are based on a percentage of the assets under management, providing clients with transparency and alignment of interests.
Background
The advisors at Real Financial Planning, LLC have extensive experience and qualifications in the financial industry. They hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This expertise allows them to provide clients with the best possible guidance and support for their financial needs.
Financial Advisor Disclosures to Know
Real Financial Planning, LLC upholds the highest standards of integrity and transparency in their business practices. They fully disclose all potential conflicts of interest to clients and have a strict code of ethics in place to ensure their clients’ best interests are always prioritized.
Overall, Real Financial Planning, LLC is a trusted and reliable financial partner for clients looking to achieve their financial goals. With a personalized and comprehensive approach, they are dedicated to empowering their clients to make sound financial decisions for a secure future.